| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 52 | — | 17.8x | Around median | |
Growth | 30 | -3.7% | 7.1% | Bottom tier | |
Quality | 17 | -3.1% | 4.5% | Bottom tier | |
Safety | 47 | 14.3x | 2.6x | Around median | |
Capital Return | 73 | 8.78% | 2.12% | Top tier | |
Momentum | 26 | -7.2% | 2.9% | Bottom tier | |
Sentiment | 94 | 10 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Huntsman Corporation operates in the specialty chemicals industry, generating revenue from polyurethanes, MDI materials and their derivatives, alongside Advanced Materials serving aerospace, electrical grids, automotive, coatings, and adhesives applications. Other sources of demand include spray foam insulation, elastomers, renewable energy applications, and AI-related infrastructure, while expansion into downstream derivatives gives it an opportunity to convert more production into higher-value components.
EDGAR data for Q1 FY2026 showed revenue of $1.4 billion, gross profit of $183 million, a net loss of $53 million, and a loss per share of $0.31; meaning the gross profit margin was approximately 13.1%. On a trailing-twelve-month basis in 2026, the company recorded revenue of $5.7 billion and gross profit of $770 million, compared with a net loss of $241 million, confirming that the improvement in gross profit has not yet translated into net profit.
In Q2 FY2026, management reported that profit margins improved compared with the previous quarter and that Polyurethanes EBITDA approached twice its level in the corresponding quarter, while Advanced Materials volumes grew by 8% and Polyurethanes volumes by 4%. Advanced Materials growth came from electrical, aerospace, and automotive applications, while spray foam achieved low-double-digit growth and the elastomers business increased by more than 10% in Asia, Europe, and the Americas, but the call did not disclose Q2 FY2026 revenue or net profit by segment.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus is Neutral, with an average price target of $12 and a wide range between $10 and $16; the highest target is very close to the top of the 52-week range of $16.09. No positive P/E ratio is available due to a net loss of $241 million during the trailing twelve months in 2026, so the valuation depends heavily on an earnings recovery and realization of the Olin merger savings, while weak demand and high leverage remain factors that justify the cautious consensus.
Figures in the text are as of 2026-09-01; the live price is shown at the top of the page.
The most prominent catalyst is the proposed merger of equals with Olin Corporation, which Huntsman announced on June 16, 2026. Management is targeting $300 million in savings, including approximately $75 million for procurement and logistics, $75 million for integration and epoxy, and $150 million for selling, general, and administrative expenses. It expects an additional opportunity exceeding $100 million after the chlorine supply contract expires at the end of 2030, but realization of these benefits depends on closing the transaction and effective execution.
EDGAR data for Q1 FY2026 shows a net loss of $53 million and a loss per share of $0.31, despite generating revenue of $1.4 billion. On a trailing-twelve-month basis in 2026, revenue reached $5.7 billion and gross profit was $770 million, but the net loss remained $241 million. Management reported improved margins in Q2 FY2026 during the July 31, 2026 call, without providing net profit figures in the call transcript.
Advanced Materials volumes grew by 8% in Q2 FY2026, outpacing what management described as growth in the underlying markets. Support came from electrical grids related to renewable energy and AI infrastructure, and from the recovery of wide-body aircraft applications such as 777, 787, and Airbus 350. Management also said that the MiraLAAN product is gaining customer acceptance and that the challenge has become expanding production capacity and reducing the cost per ton.
Management estimated global MDI demand growth at approximately 0% to 2% in Q2 FY2026, below the traditional rates it cited of 4% to 6%. It described the global supply-demand balance as approximately balanced, with capacity utilization in the mid-80% range, but weak housing in North America, declining consumer confidence in China, and pressure from European energy costs are limiting improvement. Nevertheless, Huntsman's Polyurethanes volumes grew by 4%, and spray foam achieved low-double-digit growth.
Net leverage declined from 6.1 times in Q1 to 5.4 times in Q2 FY2026, while net debt was approximately $1.7 billion. Management expects cash inflows in the second half of FY2026, which could push leverage toward 4 times. However, this level remains high and makes improved earnings, cash flows, and execution of the Olin merger critical elements for the balance sheet trajectory.
The average analyst price target is $12, with a low target of $10 and a high target of $16, compared with a 52-week range between $7.30 and $16.09. The proximity of the highest target to the top of the annual range indicates that the most optimistic scenario assumes the recovery of a significant portion of the valuation the stock lost during the weak cycle. In contrast, the neutral consensus is consistent with the absence of a positive P/E ratio and a net loss of $241 million during the trailing twelve months in 2026.
